Bernard Fagnani is a financial advisor with Cetera, holding a PFS™ designation and Series 63 license, and has 27 years of industry experience. He has been associated with Cetera and its related entities since 1999 and also operates a CPA practice that he has managed since 1974. Additionally, he is involved in a firearms business and works as an insurance agent selling health products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports a large network of advisors with access to various program structures, custodial relationships, and third-party money managers.

Robert Swank is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He worked at Pruco Securities, LLC for 28 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, consulting, and access to third-party asset managers and wrap programs through its network of investment adviser representatives.

Kathleen Buck is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Cheryl Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked extensively with Avantax Advisory Services and related entities for over two decades. Lewis has held leadership roles in regional tax and accounting professional organizations and operates a CPA consulting practice providing accounting, tax, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a variety of portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Matthew Kempinski is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Prudential Financial/LPL Enterprise and spent 14 years at Talen Energy/PPL Corporation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Melissa Simrell is a CFP® professional with 19 years of experience in the financial industry. She is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. Outside of her advisory role, she is the sole owner of a real estate investment business based in Scranton, PA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and options for implementation.

Joshua Bradley serves as a Resident Director at Merrill Lynch Wealth Management. Since 2001, he has been providing financial advisory services to individuals and businesses, focusing on areas such as corporate benefits, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. He works with clients to identify their priorities, develop tailored strategies, and manage investment capital to meet their financial goals. Bradley holds a Bachelor's Degree in Finance and Marketing from Wilkes University and maintains the professional designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is recognized as a member of the DiMattio Bradley team, which was named to the 2026 Forbes "Best-in-State Wealth Management Teams" list. In addition to his professional commitments, he contributes to the community through local baseball coaching. Joshua Bradley resides in Scranton, Pennsylvania, with his wife and their two children.

Kim Reuther is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and having 31 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2024, Kim worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2024. Outside of finance, Kim serves as a basketball official and is a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Brian Corbett is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Wells Fargo Advisors, having previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Corbett has a minority ownership interest in 1856 Capital Partners LLC, an investment-related business based in Scranton, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Dustin Bender is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he holds a 25% ownership interest in 1856 Capital Partners LLC, where he dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored client recommendations.

Kelli Lyons Stevens is a financial advisor at Osaic with 26 years of industry experience and holds Series 63 and Series 65 licenses. She has previously worked at American Portfolios Financial Services and BCG Securities. In addition to her advisory role, she operates an insurance agency focused on life insurance and fixed business products not available through her firm. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning and managed account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Timothy McMullen is a Senior Financial Advisor based in the Scranton, PA office of Merrill Lynch Wealth Management. With over 27 years of experience in the financial services industry, he specializes in financial planning, portfolio construction, and management. Tim focuses on goals-based planning to assist clients in achieving their financial objectives for themselves, their families, and organizations. Tim holds a Bachelor of Science degree in Finance with a minor in History from the University of Scranton and is a qualified Portfolio Manager. His expertise spans wealth management, banking, financing, and institutional investment management. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Beyond his professional role, Tim volunteers teaching economics to eighth-grade students at St. Paul's School in Scranton and serves on the board of Camp Freedom in Carbondale, PA, an organization assisting veterans and first responders with PTSD. He also participates in community organizations including The Friendly Sons of St. Patrick, local historical societies, and is a Knight of the Holy Sepulchre of Jerusalem. Tim resides in Scranton with his wife and three children.

Stephen Selige Jr. is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. He has been with Edward Jones for ten years. Outside of his advisory role, he has an interest in gas royalties through involvement with Expand Energy Corporation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Michael Ricci is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 27 years of industry experience, including 15 years at Lincoln Financial Securities and three years at both MML Investors Services LLC and Mass Mutual Life Insurance Company. Ricci serves as an executive board member of the Boy Scouts of America, where he participates in reviewing operating proposals and voting on organizational procedures. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides a range of planning programs, including estate-settlement and employer-sponsored planning.

Ann Scoda is a financial advisor with Wells Fargo Advisors in Scranton, PA, holding a Series 63 designation and 27 years of industry experience. She has worked within Wells Fargo’s network since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to tailor client recommendations.

Louis Pettinato is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at Nationwide Insurance and Nationwide Securities LLC for five years before joining LPL Financial in 2018. Outside of his advisory role, Pettinato is involved as an artist and musician with Latin Express. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by proprietary research and various operational tools.

Ralph Colo is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following his time at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. Its process involves structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

William Bender is a financial advisor with Wells Fargo Advisors in Scranton, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at Merrill, Bank of America, N.A., and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is co-owner of Sunset View Farm Heritage, LLC, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines research and planning tools with optional brokerage and advisory programs delivered by its network of financial advisors.

Ian Gordon is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and has worked there since 2008, including a prior tenure from 2008 to 2010 and then again from 2018 to the present. His previous experience includes eight years at FSC Securities Corporation. Outside of his advisory role, he is also involved in tax preparation as a tax associate with H&R Block. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and participant-level retirement advice, supported by operational and research tools for its network of investment adviser representatives.

Jude Stambone is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at LPL Financial since 2011, with prior roles at Cadaret, Grant & Co., Inc. and Wells Fargo Clearing. He is also associated with Stambone Financial, a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.